CASE STUDIES

Located in Claremont, California, Gould Asset Management, LLC is a unique registered investment advisor in that they pride themselves on their culture of superior personal service, ethical and trustworthy people, and innovative development and integration of custom software applications including their own Portfolio Information and Management System (PIMS). Gould Asset Management was founded in 1999 and oversees more than $350 million in assets on behalf of individuals, families, endowments and foundations.

Although its existing network was stable, CPA firm Kirsh Kohn & Bridge wanted to be proactive and preempt any potential issues before tax season began. FPA moved the firm to a virtual server environment, which offers Kirsch Kohn & Bridge improved uptime, reduced risk, and significant cost savings in the long term.

Based on remote monitoring and alerting, Gamble Jones Investment Counsel moved from a reactive “break / fix” approach to a proactive “managed” approach. This gave Gamble Jones the ability to budget for their ongoing support costs, move the risk associated with support to FPA’s shoulders, and improve the uptime of their systems - all while reducing their ongoing support costs.